See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,443 | $88,707+2.0% | $74,183+21.9% | $273,961-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.53% | 11.94%-0.4pp | 17.74%-6.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,886 | $3,159+23.0% | $2,370+63.9% | $4,869-20.2% |
| Participant deferral / active EE | $1,113 | $4,212-73.6% | $3,550-68.7% | $5,287-79.0% |
| Admin fee / account holder | $2,665 | $8,717-69.4% | $5,586-52.3% | $10,132-73.7% |